Beyond the Dataset

Deep dive into the Big Five Personality Test and General Applications/Trends in Society

NOTICE: This section is currently a work-in-progress. I’ll be continuously adding various bits and pieces, and you’ll absolutely encounter awkward sentences + spelling/grammar mistakes. Welcome to the slow process of analysis, and enjoy your stay (while it lasts)!

Definitions

When discussing the Big Five, there are several bits of terminology that needs to be understood:

Trait: “Person’s typical style of thinking, feeling, and acting in different kinds of situations and at different times” (Costa and McCrae 1988). Traits can be used to predict certain behaviors.

Personality: “Pattern of relatively permanent traits and unique characteristics that give both consistency and individuality to a person’s behavior.” They’re acquired through life experiences and are relatively stable.

Temperament: “Physical, mental, and emotional traits people are born with.”

Many consider temperament as a subset of personality. However, temperament often has their own model, with different traits. This model is called the CBQ (Children’s Behavior Questionnaire) and the three traits are:

Notice the overlap between the two - we’re only missing openness and agreeableness. However, despite the similarities, it should be acknowledged that the Big Five aims to cover personality traits, while integrating temperament into the mix.

While we’re talking about definitions, I should also clarify extroversion. The Big Five uses Eysenck’s concept of extroversion rather than Jung’s.

Eysenck: Extroverts gain and recharge their mental energy from external stimuli, such as social interaction. Introverts prefer to shield themselves from external stimuli and recharge their mental energy through withdrawing themselves.

Jung: Extroverts seek action and sensory input from the external world, using their experiences to influence themselves. Introverts immerse themselves in their internal environment, through reflection, dreaming, and understanding [themselves].

This clarification may be redundant – many people have only heard of Eysenck’s version of extroversion, as society tends to use his version as the ‘only’ version. However, I still find value in acknowledging Jung’s definition, especially because Eynsenck built his off of Jung’s.

Big Five Personality Test - Origins

“Can you find a taxonomy to describe human personality?”

That’s the idea that started the Big Five Personality Test. We wanted to understand human personality and map it out qualitatively. We needed to use the power of science to obtain even more knowledge!

Scientists have been interested in personality since the 1880s, with the first official study of personality done by Gordon Allport and Henry Odbert in 1936. First, they gathered 18000 personality-describing words from the Webster’s Dictionary. Then, using this list, found 4504 adjectives to describe non-physical characters, creating the first ‘personality wordbank’.

Then, in 1943, Raymond Cattel reduced this wordbank to ~160 traits, removing any words with similar meanings. He proceeded to add 22 more words to describe “interest” and “abilities”, then created “personality cultures” to group these words. By 1948, he narrowed it down to 36 terms with 12 personality cultures.

In 1947, Eysenck introduced his book “Dimensions of Personality”, creating his own version of “Extraversion” and coining the term “Neuroticism”.

In 1949, Donald Fiske takes 22 terms from Cattell’s study, and creates give main categories: “Social Adaptability”, “Emotional Control”, “Conformity”, “Inquiring Intellect”, and “Confident Self-expression”. This is the beginning of the Big Five test.

Although this test has undergone several revisions and expansions from various other researchers (i.e. Norman (1967), Smith (1967), McCrae and Costa (1987), and more), the purpose and ideas within the test remain.

Strengths

There’s a lot of reasons why the Big Five is such a popular test and remains at the forefront of personality research.

  1. The traits the Big Five measures are relatively stable during adulthood.

As we grow older, our traits are going to naturally develop and change. For example, as you get older, you tend to have higher conscientiousness and agreeableness and lower neuroticism, extroversion, and openness. This is mainly because people tend to have more responsibilities (i.e. family, job, etc.) as they age, and eventually learn to build traits to adapt. This is called the maturation effect.

However, after adolescence, people’s traits tend to stabilize, ensuring there are distinct behavior patterns to analyze. This consistency (leading to replicability) is desirable for scientists.

  1. Widely accepted by the scientific community

Many scientists have conducted studies to confirm the validity and reliability of the Big Five Personality Test. This includes Satow, 2021 and Kamarulzaman and Nordin, 2012). Using confirmatory factor analysis, invariance analysis, and various other empirical tests, the Big Five test is considered to be validated and reliable, and is now the most widely accepted test within this niche.

  1. Very easily repeatable

Scientists value repeatability. Got a fascinating result? Make sure to do the experiment 2 more times, just in case something was off!

The Big Five test is easily repeatable, as it’s generally delivered as a 50-question Likert scale test. It can easily be printed and distributed to thousands of participants, ensuring consistency between studies.

  1. Simplicity and Generalization

As a result of constantly improving the Big Five personality test, the traits we’ve selected are:

  1. Easy to understand and specific - Traits are clearly defined and simple
  2. Mutually exclusive - Makes it easy to quantify
  3. Generalizable - These traits are universal and can apply to any culture

Together, these strengths make the Big Five the default when considering personality.

Applications in Society

You can apply the Big Five personality traits to predict future behavior.

A popular example is that high conscientiousness and emotional stability (low neuroticism) are correlated with strong job performance and higher wages. This information could potentially shape businesses’ hiring and recruiting practices, as they’re already begun to use the Myers–Briggs Type Indicator (MBTI) to better understand candidates and narrow down the applicant pool.

This has the potential to be a positive addition: Bad hires can cost “up to 30% of the employee’s first-year earnings” - a significant loss for the business if “46% of newly-hired employees [are] deemed failures”. However, since the Big Five personality test is a self-assessment, lying on it becomes a trivial task.

High conscientiousness is also a general indicator for superior academic performance. This is likely because conscientiousness and agreeableness were “positively related with all four learning styles (synthesis analysis, methodical study, fact retention, and elaborative processing)”. It was also concluded that the Big Five “explained 14% of the variance in [a student’s] grade point average” whereas “learning systems explained an additional 3%”, establishing a clear connection between personality traits and learning styles improving one’s academics.

Certain traits can also correlate with specific learning styles. In a study, there were four types of learning styles analyzed:

Meaning Directed: Focuses on self-regulated learning and critical information synthesis, developing independent thinking and establishing connections between ideas and concepts.

Reproduction Directed: Focuses on memorizing and rehearsing information, directed by an external figurehead (teacher). Typically, the information is memorized to be reproduced/recalled on a test.

Application Directed: Focuses on understanding and learning to meet certifications of accreditations, focus on real-world application and examples.

Undirected: Enjoys cooperative learning, directed by an external figurehead, has difficulty finding ways to approach their studying and self-regulation.

These learning styles are apart of Vermunt’s Inventory of Learning and has been validated through several studies. However, it has fallen out of favor with the public since the introduction of the VARK (visual, aural, read/write, and kinesthetic).1

The correlations are as shown in the table below, with a ‘+’ representing a positive correlation, a ‘-’ representing a negative correlation. Otherwise, a blank cell means that there is no correlation between the two variables.

This connection could potentially allow teachers to better help struggling students, using different tactics to best assist them. For example, neurotic and undirected students could benefit from more direction on the task, asking other students to form groups and help teach each other the concepts, or giving them additional assistance while others continue other work. This ‘other work’ could also be personalized to better suit a student’s preference. Teachers could opt for more independent assignments for conscientious students, or give more thorough instructions to students who are more agreeable.

There are also various patterns with Big Five traits and health related information.

First, conscientiousness is the strongest predictor for reduced morality — being a conscientious person makes you 30% less likely to die, compared to other people. This is because these people tend to make better health choices, as they’re more likely to stay fit, cooperate when given medical advice, and have better sleeping habits, while also being less likely to smoke. Conscientiousness is also tied to having more supportive relationships, thriving at work, and having better stress management.

People with Alzhimers typically have a massive decrease in conscientiousness and large increase in neuroticism. Decreases in extraversion, openness, and agreeableness were also spotted. Hence, these Big Five traits could assist an early diagnosis for the patient.

Heroin and Ecstasy users also showed patterns when testing their Big Five traits. Heroin users had high neuroticism and openness, while Ecstasy had high extraversion and openness. Both had lower agreeableness and conscientiousness. Mental disorders are also linked to neuroticism (especially high neuroticism during adolescence).

Limitations of the Big Five Test

Despite the Big Five’s numerous applications in society, rigorous tests for reliability and validity, and general acceptance within the scientific community, there are various criticisms of the test.

One of the biggest criticisms of the test is the basis of lexical hypothesis. Lexical hypothesis assumes that “the most important personality traits are encoded as words…. and that the analysis of [these words] may lead to a scientifically acceptable personality model”. Hence, by using language (or for the Big Five, a dictionary) as a resource, researchers can create a list of important personality traits to judge people off of.

People are against the lexical hypothesis for various reasons:

Verbal descriptors result in social bias (i.e. people consciously or unconsciously choose traits that suit what society deems as ‘good’. For example, people might say they’re ‘agreeable’ when they’re not because society favors agreeable people more). This can greatly skew the data, with traits such as Extroversion, Agreeableness, and Neuroticism becoming invalid as researchers can not ensure that people will answer honestly and objectively.2

Others also deem personality as ‘too complex’ to be encoded into a singular word or used in everyday language. We may need far more detail to fully express what characteristics we want to capture, as language may not be an adequate vessel to describe the human condition and personality. Traits can also be too ambiguous – they could be misunderstood or their meaning could change overtime.

The lexical hypothesis also has little scientific backing. The terms used with lexical hypotheses were developed for daily use, and could represent different meanings/perceptions rather than the definition researchers aim to use. Furthermore, tests to validate the lexical hypothesis are deemed ‘unscientific’.

Possible Improvements

Spin-off Tests (Two Factor, HEXACO, Ten Factor)

Connections to MBTI


  1. The VARK model also has many critiques for various reasons.↩︎

  2. You can see how this has affected this data set, most notably with agreeableness and openness.↩︎